Franklin Quotential Portfolios

Franklin Quotential Portfolios
®
CLIENT NAME:___________________________________________________
DATE: ___________________________________________________________
BESTFIT QUESTIONNAIRE
TM
What’s Your Quotential?
The Franklin Quotential Portfolio that best fits your needs depends on your risk tolerance, investment time horizon and
expected returns. To help you, we’ve developed a comprehensive Bestfit™ Questionnaire to help your advisor assess your
investment goals and recommend which Franklin Quotential Portfolio is right for you. As your financial goals change,
you may find it useful to periodically review your questionnaire responses with your advisor to ensure your current needs
are being well served by your investment choices.
1.When do you expect to start drawing an income from this investment (i.e., stop saving and start spending)?
0–1 Year .........................score = 1
1–5 Years .......................score = 2
5–10 Years ...................score = 3
10+ Years .....................score = 4
2.Is your purpose for the investment growth of capital for a future goal or receiving a regular income in the very near future?
Regular income in the near future .............................................score = 1
Growth of capital for a future goal..............................................score = 4
3. What is your approximate annual household income?
Under $50,000 ...............score = 1
$50,001–$100,000 ........score = 2
$100,001–$150,000 ....score = 3
Over $150,000 .............score = 4
4.Assuming normal market conditions, what would you expect from this investment over time?
Stability of my investment is more important than profit ..............score = 1
I need stability, but not without a modest profit ..........................score = 2
I need a modest profit, but not without stability...........................score = 3
Growth of my investment is more important than stability.............score = 4
5. How much of a decline in your assets could you tolerate in any given year?
I’d have a hard time tolerating any losses ...................................score = 1
I can tolerate a small loss .........................................................score = 2
I can tolerate a loss ..................................................................score = 3
I understand a loss of principal is a realistic possiblity.................score = 4
6. If your investments lost money, how long are you willing to wait to recover?
Within 6 Months ..............score = 1
Within 1 Year...................score = 2
Within 2 Years ...............score = 3
Within 3 Years ...............score = 4
7.Would you prefer that the majority of your investments be allocated to Canadian or global markets?
Canadian.........................score = 1
Global ...........................score = 4
YOUR TOTAL SCORE
YOUR BESTFIT IS...
ScoreRECOMMENDED FRANKLIN QUOTENTIAL PORTFOLIO
Diversified Income
7–9
10–14 Balanced Income
15–19 Balanced Growth
20–25 Growth
26–28 Diversified Equity
2 FRANKLIN QUOTENTIAL PORTFOLIOS BESTFIT QUESTIONNAIRE HIGHER
THE FRANKLIN QUOTENTIAL PORTFOLIOS
100
Diversified Equity Portfolio*
20
Expected Return**
80
60
Growth Portfolio
40
Balanced Growth Portfolio
40
60
Balanced Income Portfolio
20
80
Equity %
Fixed Income %
Diversified Income Portfolio
Expected Risk**
HIGHER
* Formerly Franklin Quotential Global Growth Portfolio.
** Relative to Other Franklin Quotential Portfolios.
FRANKLIN QUOTENTIAL—PORTFOLIOS FOR EVERY NEED, OBJECTIVE AND LIFE STAGE
Looking For:
CONSERVATIVE
MODERATE
GROWTH
Largely Canadian and fixed income*
Diversified Income Portfolio
A bias towards Canadian equities and fixed income
Balanced Income Portfolio
An equity balanced solution
Balanced Growth Portfolio
Geographically diversified equity with some fixed income representation
Growth Portfolio
Predominantly global equity
Diversified Equity Portfolio
*Ask about our tax-efficient Corporate Class and Series T series.
Franklin Templeton Investments 3
Franklin Templeton Investments Corp.
5000 Yonge Street, Suite 900
Toronto, ON M2N 0A7
Fax: (416) 364-1163
(800) 387-0830
www.franklinquotential.ca
For more than six decades, individuals and institutions around the world have looked to Franklin Templeton Investments
as a trusted partner in asset management. We leverage the expertise of multiple independent portfolio teams to deliver
specialized expertise across a wide range of styles and asset classes. Our experts are on the ground in over 30 countries,
spotting investment ideas and potential risks firsthand. Collectively, they allow us to offer clients investment solutions
shaped by local insight, global context, and a long-term investment horizon.
Founding Member of The Canadian Coalition for Good Governance
Canadian Offices: Calgary • Montreal • Toronto
201312230880
NYSE: BEN
This questionnaire is intended as a guide only, and is not to be construed as investment advice. Please consult your
investment advisor before investing. Commissions, trailing commissions, management fees and expenses all may be
associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed,
their values change frequently and past performance may not be repeated. Franklin Templeton Solutions (Formerly
Franklin Multi-Asset Strategies) is a world-wide team dedicated to global portfolio-based solutions and draws on the
expertise of a number of Franklin Templeton affiliates. In Canada, the advisor to the Canadian FT Solutions mandates is
Fiduciary Trust Company of Canada, which uses Templeton Investment Counsel, LLC as a sub-advisor.
Franklin Quotential Portfolios and Bestfit Questionnaire are trademarks of Franklin Templeton Investments Corp.
© 2014 Franklin Templeton Investments Corp. All rights reserved. QT STBFE 01/14